United Parcel Service Inc
UPS- Exchange
- NYSE
- Industry
- Trucking & Courier Services (No Air)
- SEC CIK
- 0001090727
No open-market purchases or sales by United Parcel Service Inc insiders were filed in the last 90 days; 2,147 institutions reported holding it in 13F filings for Q2 2026, worth $57.3B in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in United Parcel Service Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,266
- +85 vs. Q4 2022
- Shares held
- 516.4M
- +1.85M (+0.4%) vs. Q4 2022
- Total value
- $100.1B
- +$10.7B (+12.0%) vs. Q4 2022
- New holders
- 181
- 981 more added
- Sold out
- 96
- 795 more reduced
55 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,147 | $57.3B |
| Q1 2026 | 2,120 | $49.4B |
| Q4 2025 | 2,125 | $50.2B |
| Q3 2025 | 1,950 | $39.4B |
| Q2 2025 | 2,116 | $50.4B |
| Q1 2025 | 2,202 | $55.4B |
| Q4 2024 | 2,293 | $64.8B |
| Q3 2024 | 2,169 | $69.9B |
| Q2 2024 | 2,182 | $71.0B |
| Q1 2024 | 2,219 | $76.3B |
| Q4 2023 | 2,268 | $80.8B |
| Q3 2023 | 2,209 | $78.9B |
| Q2 2023 | 2,257 | $91.0B |
| Q1 2023 | 2,266 | $100.1B |
| Q4 2022 | 2,236 | $89.6B |
| Q3 2022 | 2,130 | $83.8B |
| Q2 2022 | 2,151 | $95.3B |
| Q1 2022 | 2,242 | $110.0B |
| Q4 2021 | 2,235 | $108.2B |
| Q3 2021 | 1,984 | $91.7B |
| Q2 2021 | 2,018 | $104.6B |
| Q1 2021 | 1,966 | $84.2B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding United Parcel Service Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 14,704 | $2.85M | 1.52% | +163+1.1% | Added |
| Greenleaf Trust | 14,718 | $2.86M | 0.03% | +1,305+9.7% | Added |
| Exeter Financial, LLC | 15,007 | $2.86M | 1.43% | +34+0.2% | Added |
| Meiji Yasuda Life Insurance Co | 14,761 | $2.86M | 0.06% | +90+0.6% | Added |
| 44 Wealth Management LLC | 14,789 | $2.87M | 0.97% | +845+6.1% | Added |
| Independence Bank of Kentucky | 14,886 | $2.89M | 1.26% | +786+5.6% | Added |
| First Hawaiian Bank | 14,901 | $2.89M | 0.10% | +7,783+109.3% | Added |
| Bonness Enterprises Inc | 14,950 | $2.90M | 1.29% | 00.0% | Unchanged |
| JLB & Associates Inc | 14,956 | $2.90M | 0.44% | +2,460+19.7% | Added |
| Comerica Securities,inc. | 15,027 | $2.92M | 0.21% | −8,859−37.1% | Reduced |
| Rehmann Capital Advisory Group | 15,027 | $2.92M | 0.27% | −404−2.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 15,085 | $2.93M | 0.55% | +464+3.2% | Added |
| Wetherby Asset Management Inc | 15,086 | $2.93M | 0.17% | +848+6.0% | Added |
| StoneX Group Inc. | 15,131 | $2.94M | 0.32% | +3,279+27.7% | Added |
| Shoker Investment Counsel, Inc. | 15,218 | $2.95M | 1.29% | −40.0% | Reduced |
| Advisors Capital Management, LLC | 15,238 | $2.96M | 0.08% | −50.0% | Reduced |
| Harbour Investment Management LLC | 15,238 | $2.96M | 1.64% | +49+0.3% | Added |
| South State Corp. | 15,249 | $2.96M | 0.27% | −72−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 15,274 | $2.96M | 0.38% | +1,724+12.7% | Added |
| PFG Advisors | 15,313 | $2.97M | 0.25% | −1,429−8.5% | Reduced |
| Silvercrest Asset Management Group LLC | 15,357 | $2.98M | 0.02% | −399−2.5% | Reduced |
| Palouse Capital Management, Inc. | 15,436 | $2.99M | 2.02% | −4,063−20.8% | Reduced |
| Charter Research & Investment Group, Inc. | 15,469 | $3.00M | 2.63% | +239+1.6% | Added |
| Schnieders Capital Management LLC | 15,471 | $3.00M | 0.67% | +217+1.4% | Added |
| Ballentine Partners, LLC | 15,501 | $3.01M | 0.08% | +1,152+8.0% | Added |
| Phoenix Holdings Ltd. | 15,567 | $3.02M | 0.07% | +3,996+34.5% | Added |
| Mill Capital Management, LLC | 15,590 | $3.02M | 0.31% | +3,140+25.2% | Added |
| Cornerstone Wealth Group, LLC | 15,652 | $3.04M | 0.54% | −266−1.7% | Reduced |
| Jacobi Capital Management LLC | 15,662 | $3.04M | 0.36% | −64−0.4% | Reduced |
| Alta Capital Management LLC | 15,687 | $3.04M | 0.22% | +815+5.5% | Added |
| Zullo Investment Group, Inc. | 15,720 | $3.05M | 1.90% | +165+1.1% | Added |
| Cypress Asset Management Inc | 15,903 | $3.09M | 1.07% | −228−1.4% | Reduced |
| Auxier Asset Management | 15,917 | $3.09M | 0.53% | −194−1.2% | Reduced |
| Lincoln National Corp | 15,942 | $3.09M | 0.06% | +612+4.0% | Added |
| Pathway Financial Advisers, LLC | 15,955 | $3.10M | 1.24% | +496+3.2% | Added |
| Arete Wealth Advisors, LLC | 16,160 | $3.13M | 0.26% | +1,781+12.4% | Added |
| Sunbelt Securities, Inc. | 16,414 | $3.14M | 0.50% | −152−0.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,204 | $3.14M | 0.28% | −674−4.0% | Reduced |
| Shelton Capital Management | 16,205 | $3.14M | 0.13% | +11,584+250.7% | Added |
| Allworth Financial LP | 16,209 | $3.14M | 0.03% | +437+2.8% | Added |
| Monarch Capital Management Inc | 16,227 | $3.15M | 0.97% | +532+3.4% | Added |
| Stamos Capital Partners, L.P. | 16,400 | $3.18M | 0.82% | +1,050+6.8% | Added |
| Shorepoint Capital Partners LLC | 16,471 | $3.20M | 0.91% | −181−1.1% | Reduced |
| Sculati Wealth Management, LLC | 16,474 | $3.20M | 1.70% | +571+3.6% | Added |
| Stanley-Laman Group, Ltd. | 16,481 | $3.20M | 0.57% | −274−1.6% | Reduced |
| Moody National Bank Trust Division | 16,528 | $3.21M | 0.27% | +25+0.2% | Added |
| Brooks, Moore & Associates, Inc. | 16,640 | $3.23M | 2.32% | +780+4.9% | Added |
| Sage Capital Advisors,llc | 16,756 | $3.25M | 1.24% | +6,157+58.1% | Added |
| Beech Hill Advisors, Inc. | 16,800 | $3.26M | 1.64% | −495−2.9% | Reduced |
| Wharton Business Group, LLC | 16,813 | $3.26M | 0.20% | 00.0% | Unchanged |
| Smith, Salley & Associates | 16,811 | $3.26M | 0.26% | +66+0.4% | Added |
| Intrepid Capital Management Inc | 16,839 | $3.27M | 2.83% | +9+0.1% | Added |
| Miller Investment Management, LP | 16,859 | $3.27M | 0.54% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 16,905 | $3.28M | 1.78% | 00.0% | Unchanged |
| Greenline Partners, LLC | 16,989 | $3.30M | 0.63% | −3,125−15.5% | Reduced |
| South Dakota Investment Council | 17,008 | $3.30M | 0.07% | −2,282−11.8% | Reduced |
| Pavion Blue Capital, LLC | 17,017 | $3.30M | 2.03% | −99−0.6% | Reduced |
| Quantinno Capital Management LP | 17,125 | $3.32M | 0.22% | +3,606+26.7% | Added |
| Kinneret Advisory, LLC | 17,131 | $3.32M | 0.43% | −920−5.1% | Reduced |
| Pure Financial Advisors, Inc. | 17,172 | $3.33M | 0.15% | −165−1.0% | Reduced |
| United Asset Strategies, Inc. | 17,309 | $3.36M | 0.44% | −20−0.1% | Reduced |
| Strategic Advisors LLC | 17,328 | $3.36M | 0.68% | −502−2.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 17,345 | $3.37M | 0.04% | −3,205−15.6% | Reduced |
| Harbor Capital Advisors, Inc. | 17,466 | $3.39M | 0.98% | +17,466 | New |
| Legacy CG, LLC | 17,469 | $3.39M | 1.71% | +241+1.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 17,480 | $3.39M | 2.26% | +415+2.4% | Added |
| Oak Harbor Wealth Partners, LLC | 17,501 | $3.40M | 1.23% | +53+0.3% | Added |
| Kennon-Green & Company, LLC | 17,593 | $3.41M | 3.23% | +88+0.5% | Added |
| McDonald Partners LLC | 17,654 | $3.42M | 1.11% | +33+0.2% | Added |
| Cypress Capital Group | 17,679 | $3.43M | 0.53% | +3,864+28.0% | Added |
| Wedbush Securities Inc | 17,721 | $3.44M | 0.17% | −508−2.8% | Reduced |
| Tiaa, FSB | 17,739 | $3.44M | 0.01% | −43−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 17,783 | $3.45M | 0.18% | +1,039+6.2% | Added |
| Meritage Portfolio Management | 17,891 | $3.47M | 0.26% | +466+2.7% | Added |
| Eudaimonia Partners, LLC | 17,910 | $3.47M | 0.84% | −448−2.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 17,973 | $3.49M | 0.16% | −13,175−42.3% | Reduced |
| We Are One Seven, LLC | 17,990 | $3.49M | 0.22% | +1,084+6.4% | Added |
| Cary Street Partners Asset Management LLC | 18,066 | $3.50M | 0.66% | −250−1.4% | Reduced |
| Radnor Capital Management, LLC | 18,113 | $3.51M | 0.92% | +1,533+9.2% | Added |
| Argonautica Private Wealth Management, Inc | 18,172 | $3.53M | 1.78% | −2,564−12.4% | Reduced |
| Fortis Advisors, LLC | 18,183 | $3.53M | 2.30% | +70.0% | Added |
| Northcape Wealth Management, LLC | 18,330 | $3.56M | 1.29% | +5,710+45.2% | Added |
| Boyar Asset Management Inc. | 18,355 | $3.56M | 2.75% | +246+1.4% | Added |
| Aspire Private Capital, LLC | 18,392 | $3.57M | 1.18% | +60+0.3% | Added |
| Beverly Hills Private Wealth, LLC | 18,413 | $3.57M | 1.11% | +2,693+17.1% | Added |
| Montag A & Associates Inc | 18,514 | $3.59M | 0.23% | +242+1.3% | Added |
| Sumitomo Life Insurance Co | 18,531 | $3.60M | 0.30% | −119−0.6% | Reduced |
| Plimoth Trust Co LLC | 18,588 | $3.61M | 1.12% | −793−4.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 18,600 | $3.61M | 0.57% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 18,703 | $3.63M | 2.71% | +30.0% | Added |
| Marion Wealth Management | 18,722 | $3.63M | 1.35% | +20.0% | Added |
| Cary Street Partner Investment Advisory LLC | 18,786 | $3.64M | 0.26% | −539−2.8% | Reduced |
| Cardinal Capital Management | 18,821 | $3.65M | 0.76% | +11+0.1% | Added |
| DFPG Investments, LLC | 18,949 | $3.68M | 0.39% | +7,053+59.3% | Added |
| Millennium Capital Advisors, LLC | 18,972 | $3.68M | 3.29% | +290+1.6% | Added |
| Bridges Investment Management Inc | 19,008 | $3.69M | 0.13% | +680+3.7% | Added |
| Arvest Trust Co N A | 19,009 | $3.69M | 0.23% | +883+4.9% | Added |
| Prime Capital Investment Advisors, LLC | 19,055 | $3.70M | 0.15% | +3,088+19.3% | Added |
| Members Capital Advisors Inc | 19,097 | $3.70M | 2.68% | 00.0% | Unchanged |
| Horizon Investments, LLC | 19,312 | $3.71M | 0.11% | −3,239−14.4% | Reduced |